13F HOLDINGS REPORT
COMGEST GLOBAL INVESTORS S.A.S.
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001172661-25-002936
Total Value
$5.86B
Positions
64
Other Managers
5
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,102,336 | $548.3M | 9.36% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,224,852 | $503.9M | 8.60% |
| 3 | LINDE PLC | LIN | 881,209 | $413.4M | 7.05% |
| 4 | VISA INC | V | 1,084,999 | $385.2M | 6.57% |
| 5 | INTUIT | INTU | 455,534 | $358.8M | 6.12% |
| 6 | JOHNSON & JOHNSON | JNJ | 2,069,712 | $316.1M | 5.39% |
| 7 | ALPHABET INC | GOOG | 1,783,227 | $314.3M | 5.36% |
| 8 | AMAZON COM INC | AMZN | 1,366,660 | $299.8M | 5.12% |
| 9 | ELI LILLY & CO | LLY | 361,489 | $281.8M | 4.81% |
| 10 | ACCENTURE PLC IRELAND | ACN | 870,410 | $260.2M | 4.44% |
| 11 | S&P GLOBAL INC | SPGI | 447,813 | $236.1M | 4.03% |
| 12 | ZOETIS INC | ZTS | 1,417,728 | $221.1M | 3.77% |
| 13 | VERISK ANALYTICS INC | VRSK | 522,990 | $162.9M | 2.78% |
| 14 | ICON PLC | ICLR | 1,064,884 | $154.9M | 2.64% |
| 15 | ANALOG DEVICES INC | ADI | 649,917 | $154.7M | 2.64% |
| 16 | COPART INC | CPRT | 2,969,399 | $145.7M | 2.49% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 136,702 | $135.3M | 2.31% |
| 18 | IDEXX LABS INC | 45168D104 | 244,109 | $130.9M | 2.23% |
| 19 | ORACLE CORP | ORCL-PD | 585,974 | $128.1M | 2.19% |
| 20 | MERCADOLIBRE INC | MELI | 36,420 | $95.2M | 1.62% |
| 21 | APPLE INC | AAPL | 269,818 | $55.4M | 0.94% |
| 22 | META PLATFORMS INC | META | 73,483 | $54.2M | 0.93% |
| 23 | VULCAN MATLS CO | 929160109 | 160,654 | $41.9M | 0.71% |
| 24 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 426,522 | $41.8M | 0.71% |
| 25 | SERVICE CORP INTL | 817565104 | 485,825 | $39.5M | 0.67% |
| 26 | CINTAS CORP | CTAS | 171,035 | $38.1M | 0.65% |
| 27 | STRYKER CORPORATION | SYK | 85,138 | $33.7M | 0.57% |
| 28 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 289,442 | $29.8M | 0.51% |
| 29 | AVERY DENNISON CORP | AVY | 161,884 | $28.4M | 0.48% |
| 30 | HDFC BANK LTD | HDB | 292,861 | $22.5M | 0.38% |
| 31 | HUNT J B TRANS SVCS INC | 445658107 | 125,634 | $18.0M | 0.31% |
| 32 | OTIS WORLDWIDE CORP | OTIS | 166,709 | $16.5M | 0.28% |
| 33 | GLOBANT S A | GLOB | 174,988 | $15.9M | 0.27% |
| 34 | MASTERCARD INCORPORATED | MA | 27,909 | $15.7M | 0.27% |
| 35 | NETFLIX INC | NFLX | 10,401 | $13.9M | 0.24% |
| 36 | FERGUSON ENTERPRISES INC | FERG | 63,774 | $13.9M | 0.24% |
| 37 | AMERICAN EXPRESS CO | AXP | 37,607 | $12.0M | 0.20% |
| 38 | NVIDIA CORPORATION | NVDA | 72,870 | $11.5M | 0.20% |
| 39 | KASPI KZ JSC | 48581R205 | 128,126 | $10.9M | 0.19% |
| 40 | YUM CHINA HLDGS INC | YUMC | 203,456 | $9.1M | 0.16% |
| 41 | FASTENAL CO | FAST | 208,879 | $8.8M | 0.15% |
| 42 | SPOTIFY TECHNOLOGY S A | SPOT | 11,034 | $8.5M | 0.14% |
| 43 | UBER TECHNOLOGIES INC | UBER | 85,396 | $8.0M | 0.14% |
| 44 | STEVANATO GROUP S P A | STVN | 324,284 | $7.9M | 0.14% |
| 45 | INTUITIVE SURGICAL INC | ISRG | 14,552 | $7.9M | 0.13% |
| 46 | BECTON DICKINSON & CO | BDX | 41,948 | $7.2M | 0.12% |
| 47 | TENCENT MUSIC ENTMT GROUP | XHLD | 303,088 | $5.9M | 0.10% |
| 48 | PDD HOLDINGS INC | PDD | 50,947 | $5.3M | 0.09% |
| 49 | ASML HOLDING N V | ASMLF | 5,347 | $4.3M | 0.07% |
| 50 | ALCON AG | ALC | 38,622 | $3.4M | 0.06% |
| 51 | MEDTRONIC PLC | MDT | 36,675 | $3.2M | 0.05% |
| 52 | RELX PLC | RLXXF | 56,968 | $3.1M | 0.05% |
| 53 | WALMART INC | WMT | 31,531 | $3.1M | 0.05% |
| 54 | NOVO-NORDISK A S | NONOF | 40,762 | $2.8M | 0.05% |
| 55 | CISCO SYS INC | CSCO | 36,608 | $2.5M | 0.04% |
| 56 | INFOSYS LTD | INFY | 97,891 | $1.8M | 0.03% |
| 57 | VIPSHOP HLDGS LTD | VIPS | 97,801 | $1.5M | 0.03% |
| 58 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 15,763 | $1.2M | 0.02% |
| 59 | FERRARI N V | RACE | 2,447 | $1.2M | 0.02% |
| 60 | METTLER TOLEDO INTERNATIONAL | MTD | 823 | $966,795 | 0.02% |
| 61 | KANZHUN LIMITED | BZ | 50,000 | $892,000 | 0.02% |
| 62 | TRIP COM GROUP LTD | TRPCF | 12,309 | $721,800 | 0.01% |
| 63 | THERMO FISHER SCIENTIFIC INC | TMO | 1,515 | $614,272 | 0.01% |
| 64 | MONOLITHIC PWR SYS INC | 609839105 | 816 | $596,806 | 0.01% |